4WM
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44 Wealth Management’s Caterpillar CAT Stock Holding History

44 Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
1,834
+502
+38% +$441K 0.65% 50
2026
Q1 		$944K Sell
1,332
-5
-0.4% -$3.46K 0.33% 106
2025
Q4 		$766K Sell
1,337
-29
-2% -$16.1K 0.26% 113
2025
Q3 		$652K Sell
1,366
-4,627
-77% -$1.98M 0.22% 124
2025
Q2 		$2.33M Sell
5,993
-364
-6% -$121K 0.82% 33
2025
Q1 		$2.1M Sell
6,357
-151
-2% -$53.8K 0.79% 35
2024
Q4 		$2.36M Sell
6,508
-526
-7% -$204K 0.91% 31
2024
Q3 		$2.71M Buy
+7,034
New +$2.43M 0.95% 26
2023
Q2 		$2.34M Buy
9,498
+6,070
+177% +$1.35M 0.8% 40
2023
Q1 		$784K Buy
3,428
+64
+2% +$15.5K 0.27% 81
2022
Q4 		$806K Sell
3,364
-156
-4% -$34K 0.28% 85
2022
Q3 		$578K Buy
3,520
+86
+3% +$15.7K 0.24% 94
2022
Q2 		$614K Sell
3,434
-409
-11% -$86.2K 0.24% 90
2022
Q1 		$856K Buy
3,843
+38
+1% +$7.97K 0.31% 88
2021
Q4 		$787K Sell
3,805
-92
-2% -$18.5K 0.27% 84
2021
Q3 		$748K Buy
3,897
+997
+34% +$208K 0.29% 83
2021
Q2 		$631K Buy
2,900
+1,050
+57% +$243K 0.24% 93
2021
Q1 		$429K Sell
1,850
-239
-11% -$49.5K 0.18% 111
2020
Q4 		$380K Buy
+2,089
New +$354K 0.17% 109

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

44 Wealth Management's CAT Position: Q2 2026 in Review

44 Wealth Management increased its Caterpillar (CAT) stake by 38% in Q2 2026, buying an estimated $441K and bringing the position to 1,834 shares worth $1.95M. The position accounts for 0.65% of the portfolio, ranked #50.

44 Wealth Management first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.71M in Q3 2024. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • 44 Wealth Management held 1,834 shares of Caterpillar worth $1.95M as of Q2 2026.
  • 44 Wealth Management bought 502 Caterpillar shares in Q2 2026, an estimated $441K.
  • Caterpillar made up 0.65% of 44 Wealth Management's portfolio in Q2 2026, its #50 holding.
  • 44 Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Caterpillar position peaked at $2.71M in Q3 2024.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.